Roles & Permissions

AvviBill uses a role-based system to control what each team member can see and do within your agency. This keeps sensitive information secure while giving your team the access they need.

Available Roles

👑 Owner (Super Admin)

The Owner is the person who created the agency. There is one Owner per agency, and they have unrestricted access to everything.

What the Owner can do:

• View and manage all contractors, contracts, and clients.
• Approve or reject timesheets.
• Generate and send invoices.
• Release payouts to contractors.
• View total agency revenue, profit margins, and financial reports.
• Access and update bank details and payment settings.
• Change the subscription plan (Free, Pro, Max) via Razorpay.
• Invite and remove team members (Managers).
• Update agency branding, name, and all settings.

Tip: The Owner role cannot be transferred. If your agency ownership needs to change, contact AvviBill support for assistance.

🧑‍💼 Manager

Managers are team members invited by the Owner to help with day-to-day operations. They have access to the tools they need to manage contractors and timesheets — without seeing sensitive financial data.

What a Manager can do:

• ✅ View and manage contractors assigned to them.
• ✅ Approve or reject timesheets.
• ✅ Invite new contractors to the agency.
• ✅ View timesheet history and contractor details.
• ✅ Access the Dashboard (limited to their assigned contractors).

What a Manager cannot do:

• ❌ View agency revenue or profit margins.
• ❌ Access bank details or payment configurations.
• ❌ Change the subscription plan or billing settings.
• ❌ Release payouts to contractors.
• ❌ Invite or remove other Managers.
• ❌ Modify agency branding or core settings.

Tip: The Manager role is perfect for project leads or team supervisors who need to approve timesheets but shouldn't have access to financial data.

How to Invite a Team Member

Adding a Manager to your agency is quick and easy.

Steps

1. Go to Settings from the sidebar.
2. Click the "Team" tab.
3. Click the "Invite Member" button.
4. Enter the person's email address.
5. Select their role — currently Manager is the available role for invitees.
6. Click "Send Invite".

The invited person will receive an email with a link to create their AvviBill account (or log in if they already have one) and join your agency.

Managing Team Members

• View all team members and their roles under Settings → Team.
• Remove a team member by clicking the "Remove" button next to their name — they will lose access immediately.
• The Owner can see a log of all team member activity in the Activity Feed on the Dashboard.

Tip: Review your team roster regularly and remove access for anyone who is no longer working with your agency.

Permissions at a Glance

Next Steps

• Agency Settings — Configure branding, billing, and team.
• Timesheets & Approvals — Learn the timesheet approval workflow.
• Getting Started — Revisit the initial setup guide.